Urs Schaeppi Swisscom 240"We see traffic doubling every 12 months but we don't have quality problems in the network." Urs Schaeppi, CEO Swisscom, on the investor call. "Do we run into congestion problems? No, we will be able to manage it." Swisscom's business model is to offer outstanding service at a premium price, which they have generally done well. Schaeppi closely watches the quality of his wireless network.

At Vodafone, CEO Colao reports "60% of growth in data [but] our network utilization went up only one percentage point." He adds technology is driving down cost per gig by, "40% year-over-year." David Small of Verizon also estimates cost drops of ~40% per year. Depending on who is estimating, the move from 3G to 4G LTE reduced costs from 50%-90%. We're seeing a similar fall as telcos go from LTE to LTE Advanced. 

Capital spending has generally been going down and often is actually below depreciation. Most wireless companies have no net investment.  Telcos are now bonding two or three 20 MHz bands, for a corresponding capacity increase; four bands are now possible. The upgrade for "carrier aggregation" is mostly software in recent generation cell sites. The next step, going to two and four antennas (2x2 & 4x4 MIMO,) requires only a modest hardware upgrade.  

Around the world, wireless speeds have been going up dramatically since Jim Cicconi, AT&T's great lobbyist, insisted  decade ago we faced a "spectrum crisis."

AT&T in 2016 still has 40 MHz of essentially unused spectrum. Genachowski at the FCC embraced the fear mongering, despite strong protests from his own engineers. In 2009 & 2010, I was convinced the "Spectrum Crisis" was bogus. Glen Campbell of Merrill Lynch, as well as Stagg Newman and Scott Wallsten of the Broadband Plan, presented the data that convinced me.

The 1 gigabit LTE starting to deploy in Hong Kong, Korea, and Australia is another 300%-400% capacity increase before we even get to "5G."

Newsletter

Often interesting

Latest issue

 Gig LTE & Massive MIMO ushering in the Age of Wireless Abundance

Wireless Abundance is here: What the new tech means http://bit.ly/Wirelessabundance
Sprint & T-Mobile Charge to be 1st in U.S. to Gig LTE bit.ly/STMOgig  AT&T bit.ly/ATTGIG2016
Kitahara of Softbank “I am crazy about Massive MIMO” http://bit.ly/MMIMOCrazy
20 Gig mmWave, Massive MIMO & Gig LTE at the Huawei MBBF http://bit.ly/Huawei20
LTE gets to the gigabit explained for non-engineers http://bit.ly/GigLteexplained
Massive MIMO explained. http://bit.ly/WHMassiveMIMO
2017's Big Gigabit story: Qualcomm 835 is ready http://bit.ly/BigGigLTE
Doubling speed with 4x4 MIMO & 256 QAM at T-Mobile http://bit.ly/2k1gEOQ
Netgear Nighthawk M1, Telstra do "gigabit class" LTE http://bit.ly/2k1s5Gq
Spectrum price down by half http://bit.ly/Spectrumhalfoff
Dish and the telcos see big asset cut http://bit.ly/auctionlosers
Shorts on 3GPP,  NYU research, Ralph de la Vega, 5G new radio

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5GW News

dave right5G? 4G? Whatever the name, wireless is going to a gigabit, soon.  I've reported broadband since 1999 and now is the time for gigabit wireless. Catch a mistake or have news? Email me please. Dave Burstein

 

Stories worth writing

Starry may match Verizon 5G at half the cost
OFCOM in UK: Share all spectrum, even licensed
OFCOM's Boccardi: 26 GHz worldwide: U.S. goes 28 
Verizon 5G fixed tests will be only 100's of homes
Massive MIMO FD at China Uni, Tele, Huawei, ZTE

 

 

 

Datapoints

Verizon and AT&T burying price increases in fees. 

Huawei's Richard Yu intends to pass both Apple & Samsung in smartphones in five years. 

The 3,000,000,000 transistor Qualcomm 835 is a revolution. Gig LTE, incredible cameras, better VR & AR, & ... State of the art CPU, DSL, GPU, ISP tightly integrated

1,000 T-Mobile small cells 2016, 6,000 more coming. Tech Life

New $84 Reliance Lyf Wind 7S has a 5" screen, a quad-core Snapdragon, an 8 megapixel camera, and some extras. Not state of the art, perhaps, but completely usable at a modest price. 

Orange/FT 4G covers 97% of Poland, 96% of Moldova, but only 84% in France, Q3 2016. They have 113.5 mobile customers in Africa compared to 25.5M in Europe.

more

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